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DUKES INDEPENDENT FINANCIAL ADVISERS LTD Financials

Company number
07946291Copy
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Registered office
The Pavilions Eden Park, Ham Green, Bristol BS20 0DD
Incorporated
10/02/2012

Company snapshot

Status
Active
Employees
3 (2026)
Latest financial data
2026
Accounts type
Micro Entity

Financial highlights

Latest reported figures. Okredo holds filed data for 2022–2026.

Net Assets

£335.76K2026
-0.51%vs 2025

2025: £337.48K

Total Assets

£350.61K2026
-8.19%vs 2025

2025: £381.91K

Total Liabilities

£14.85K2026
-66.57%vs 2025

2025: £44.43K

Employees

32026
0vs 2025

2025: 3

In 2026, DUKES INDEPENDENT FINANCIAL ADVISERS LTD reported net assets of £335.76K. The same filing shows total assets of £350.61K and total liabilities of £14.85K. Reported headcount was 3 in 2026. Total Assets fell from £381.91K in 2025 to £350.61K in 2026 (-8.19%). Okredo holds filed figures for 2022–2026; the table below lists every reported indicator by year. See every reported indicator by year.

Financial performance

Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.

Net Assets

£335.76K2026
-0.51%from £337.48K in 2025

Year-on-year change

Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.

3-year financial trend (2024–2026)

How the figures DUKES INDEPENDENT FINANCIAL ADVISERS LTD filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.

Net Assets

£349.11K2024£335.76K2026
-3.8%vs 2024

-1.9% a year compound (CAGR)

Total Assets

£415.66K2024£350.61K2026
-15.6%vs 2024

-8.2% a year compound (CAGR)

Total Liabilities

£66.55K2024£14.85K2026
-77.7%vs 2024

-52.8% a year compound (CAGR)

Employees

3202432026
0%vs 2024

Biggest decrease

Total Liabilities-77.7%

£66.55K in 2024 to £14.85K in 2026

Every measure that changed in DUKES INDEPENDENT FINANCIAL ADVISERS LTD's filings between 2024 and 2026 fell. The steepest fall came in total liabilities, pointing to lighter outstanding obligations, with net assets and total assets falling alongside it. See the full year-by-year figures.

Ratios from the filed figures

Calculated from DUKES INDEPENDENT FINANCIAL ADVISERS LTD's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.

Net assets to total assets
95.76%2026

Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.

Liabilities to total assets
4.24%2026

Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.

Financial history

Every indicator Okredo tracks, year by year.

Reported financial indicators for DUKES INDEPENDENT FINANCIAL ADVISERS LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20222023202420252026
Net Assets£277.75K356.75K349.11K337.48K335.76K
Total Assets£390.24K456.16K415.66K381.91K350.61K
Cash in Bank£–––––
Total Liabilities£112.49K99.41K66.55K44.43K14.85K
Employees22333

DUKES INDEPENDENT FINANCIAL ADVISERS LTD financials: frequently asked questions

Answered from this company's own filed figures.

Has DUKES INDEPENDENT FINANCIAL ADVISERS LTD filed financial statements?

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Yes. Okredo holds filed figures for DUKES INDEPENDENT FINANCIAL ADVISERS LTD covering 2022–2026, across 4 reported indicators. The most recent reported year is 2026.

What net assets did DUKES INDEPENDENT FINANCIAL ADVISERS LTD report in 2026?

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DUKES INDEPENDENT FINANCIAL ADVISERS LTD reported net assets of £335.76K for 2026. That compares with £337.48K in 2025, a change of -0.51%.

What total assets did DUKES INDEPENDENT FINANCIAL ADVISERS LTD report in 2026?

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DUKES INDEPENDENT FINANCIAL ADVISERS LTD reported total assets of £350.61K for 2026. That compares with £381.91K in 2025, a change of -8.19%.

What total liabilities did DUKES INDEPENDENT FINANCIAL ADVISERS LTD report in 2026?

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DUKES INDEPENDENT FINANCIAL ADVISERS LTD reported total liabilities of £14.85K for 2026. That compares with £44.43K in 2025, a change of -66.57%.

How many people does DUKES INDEPENDENT FINANCIAL ADVISERS LTD employ?

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DUKES INDEPENDENT FINANCIAL ADVISERS LTD reported 3 employees in 2026, compared with 3 in 2025.

How have DUKES INDEPENDENT FINANCIAL ADVISERS LTD financials changed over the last 3 years?

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Between 2024 and 2026, DUKES INDEPENDENT FINANCIAL ADVISERS LTD's net assets fell by 3.8%, total assets fell by 15.6%, total liabilities fell by 77.7% and employee numbers was unchanged. Net assets contracted at 1.9% a year across the two years to 2026, from £349.11K to £335.76K. Reported headcount went from 3 in 2024 to 3 in 2026.

Which years of DUKES INDEPENDENT FINANCIAL ADVISERS LTD financial data are available?

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Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.